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AVANTAX ADVISORY SERVICES, INC.: SPTL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on SPTL, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 4,113,903 SPTL shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,113,903 shares
    Change vs previous 13F +102,011 shares

    0.6% of the 13F portfolio, value $109,347,466.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 4,011,892 shares
    Change vs previous 13F +206,114 shares

    0.66% of the 13F portfolio, value $109,364,106.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 3,805,778 shares
    Change vs previous 13F +159,986 shares

    0.63% of the 13F portfolio, value $99,673,266.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 3,645,792 shares
    Change vs previous 13F +3,496,330 shares

    0.7% of the 13F portfolio, value $105,983,112.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 149,462 shares
    Change vs previous 13F +134,477 shares

    0.03% of the 13F portfolio, value $4,068,349.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 14,985 shares
    Change vs previous 13F -9,139 shares

    <0.01% of the 13F portfolio, value $418,677.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 24,124 shares
    Change vs previous 13F -62,882 shares

    0.01% of the 13F portfolio, value $700,087.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 87,006 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,275,207.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).